If you look at many other financial advisor websites you may notice that some firms have many partners or advisors who do NOT have the CFP^® and/or CFA certifications. Homrich Berg believes strongly in the value of these two professional certifications and the majority of our client service professionals have or are pursuing one or both of the certifications. We also have advisors who have chosen to go beyond and pursue additional certifications in divorce, ultra high net worth wealth management, charitable planning, estate planning, or other important topics. As a firm founded by CPAs it is not surprising that many of our advisors also happen to be active or former CPAs as well even though they are not preparing tax returns at HB.

Please Note Limitations: The achievement of any designation, professional degree, license, or certification, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results if HB is engaged, or continues to be engaged, to provide investment advisory services.